Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCAT (BlackRock Capital Allocation Trust) | 20.30% | 27.56% | 20.87% | 7.44% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCAT (BlackRock Capital Allocation Trust) | 09/28/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 27.56 | 20.87 | 7.44 | NA | NA | NA | … | … | 20.30 | 16.78 | 19.37 | 19.47 | -22.89 | -5.42 | 8.25 |
| Sharpe Ratio | NA | 2.77 | 1.36 | 0.38 | NA | NA | NA | … | … | 4.92 | 1.03 | 1.09 | 1.26 | -1.17 | -0.31 | 2.02 |
| Standard Deviation(%) | NA | 11.10 | 13.41 | 15.22 | NA | NA | NA | … | … | 12.62 | 13.57 | 14.42 | 12.62 | 20.77 | 17.48 | 17.46 |
| Draw Down(%) | NA | 7.98 | 13.69 | 35.25 | NA | NA | NA | … | … | 7.98 | 13.69 | 7.61 | 8.75 | 26.77 | 18.63 | 7.36 |
| Yield(%) | 0.00 | 21.02 | 18.04 | 9.91 | 5.64 | 3.76 | 2.82 | … | … | 9.08 | 21.83 | 17.79 | 10.77 | 6.42 | 5.80 | 0.52 |
Data as of 06/04/2026, Common starting date is 09/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCAT (BlackRock Capital Allocation Trust) |
-4.49%
Dec 2020 – Dec 2023 |
3.96%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCAT (BlackRock Capital Allocation Trust) |
22.52%
May 2023 – May 2026 |
8.26%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart